About Tammy
Tammy spends every day helping her clients safeguard their financial futures by providing investment advice based on sound academic research. Her evidence-based approach involves reviewing all parts of a client’s financial life, including investments, retirement planning, education savings, estate planning, charitable giving, and tax strategies. This high level of individualized service allows her to construct wealth management plans tailored to each client’s needs based upon her in-depth understanding of their situation. Her clients can then make decisions about their financial lives in a disciplined and rational way that isn’t subject to the whims of Wall Street.
Education and Professional Milestones
-Southern Illinois University Carbondale - bachelor’s degree
-First joined Focus Partners Wealth in 2002 as a client relationship specialist and then a portfolio advisor
-Rejoined Focus Partners in 2010 after working as a financial advisor at Morgan Keegan
Tammy spends every day helping her clients safeguard their financial futures by providing investment advice based on sound academic research. Her evidence-based approach involves reviewing all parts of a client’s financial life, including investments, retirement planning, education savings, estate planning, charitable giving, and tax strategies. This high level of individualized service allows her to construct wealth management plans tailored to each client’s needs based upon her in-depth understanding of their situation. Her clients can then make decisions about their financial lives in a disciplined and rational way that isn’t subject to the whims of Wall Street.
Education and Professional Milestones
-Southern Illinois University Carbondale - bachelor’s degree
-First joined Focus Partners Wealth in 2002 as a client relationship specialist and then a portfolio advisor
-Rejoined Focus Partners in 2010 after working as a financial advisor at Morgan Keegan